LPL Financial
TPZ

LPL Financial’s Tortoise Electrification Infrastructure ETF TPZ Stock Holding History

LPL Financial’s Portfolio TPZ Stock Details TPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.17M Buy
99,279
+7,561
+8% +$163K ﹤0.01% 3429
2025
Q4 		$1.87M Sell
91,718
-4,644
-5% -$97.2K ﹤0.01% 3484
2025
Q3 		$2.02M Buy
96,362
+840
+0.9% +$17.3K ﹤0.01% 3308
2025
Q2 		$1.96M Sell
95,522
-1,694
-2% -$33.4K ﹤0.01% 3137
2025
Q1 		$2.01M Sell
97,216
-633
-0.6% -$13.2K ﹤0.01% 2950
2024
Q4 		$1.96M Buy
97,849
+84,417
+628% +$1.65M ﹤0.01% 2879
2024
Q3 		$243K Buy
13,432
+438
+3% +$7.57K ﹤0.01% 4595
2024
Q2 		$205K Sell
12,994
-419
-3% -$6.45K ﹤0.01% 4551
2024
Q1 		$209K Buy
13,413
+685
+5% +$9.94K ﹤0.01% 4477
2023
Q4 		$178K Buy
+12,728
New +$172K ﹤0.01% 4423
2017
Q3 		– Sell
-12,704
Closed -$267K – 2929
2017
Q2 		$267K Buy
+12,704
New +$279K ﹤0.01% 2384
2016
Q2 		– Sell
-11,758
Closed -$195K – 2965
2016
Q1 		$195K Hold
11,758
– – ﹤0.01% 2799
2015
Q4 		$196K Buy
+11,758
New +$220K ﹤0.01% 2834
2015
Q3 		– Sell
-8,892
Closed -$210K – 2895
2015
Q2 		$210K Buy
8,892
+75
+0.9% +$2.01K ﹤0.01% 2590
2015
Q1 		$231K Buy
8,817
+244
+3% +$6.34K ﹤0.01% 2455
2014
Q4 		$221K Sell
8,573
-700
-8% -$18.9K ﹤0.01% 2420
2014
Q3 		$259K Buy
9,273
+850
+10% +$24.3K ﹤0.01% 2287
2014
Q2 		$240K Buy
+8,423
New +$227K ﹤0.01% 2364
2013
Q3 		– Sell
-8,173
Closed -$208K – 2588
2013
Q2 		$208K Buy
+8,173
New +$216K ﹤0.01% 2171

Other funds holding TPZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $1.49B AUM 39.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

LPL Financial's TPZ Position: Q1 2026 in Review

LPL Financial increased its Tortoise Electrification Infrastructure ETF (TPZ) stake by 8.2% in Q1 2026, buying an estimated $163K and bringing the position to 99,279 shares worth $2.17M. The position accounts for ﹤0.01% of the portfolio, ranked #3429.

LPL Financial first reported a position in TPZ in Q2 2013 and has held it in 19 quarters since. 38 funds tracked by Wall St. Rank hold TPZ as of Q1 2026.

  • LPL Financial held 99,279 shares of Tortoise Electrification Infrastructure ETF worth $2.17M as of Q1 2026.
  • LPL Financial bought 7,561 Tortoise Electrification Infrastructure ETF shares in Q1 2026, an estimated $163K.
  • Tortoise Electrification Infrastructure ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3429 holding.
  • LPL Financial first reported a position in Tortoise Electrification Infrastructure ETF in Q2 2013 and has held it in 19 quarters since.
  • 38 funds tracked by Wall St. Rank held Tortoise Electrification Infrastructure ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.